How to save time by harnessing warehouse configuration templates in Dynamics 365 for Supply Chain Management

Posted on: December 14, 2021 | By: Guy Logan | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

The Warehouse management system in Supply Chain Management gives you flexible ways to define your warehouse layout to meet changing needs so that you can achieve optimal warehouse efficiency. Having an efficient warehouse is essential for businesses. It can save money by being cost-effective, it can streamline operations, and promote productivity among its workers. As a part of warehouse configuration with Dynamics 365, you are able to set up a configuration template that can be extremely helpful to your business. For example, if you have already completed and tested a configuration setup in a test environment, and you want to copy that setup into a production environment, using configuration templates can be very useful.  This blog will teach you how you can do exactly that.

Export a default warehouse template

  1. Open the Data management workspace. Note that if you’re using this workspace for the first time, you must load all the data entities before you continue.
  2. Select the Templates tile, and then select Load default templates to load the default templates.
  3. After the default templates are loaded, you can change them so that they meet your business requirements. To load default templates and import templates, you must have system administrator access. This requirement helps guarantee that all entities are correctly loaded into the template.
  4. Make sure that you’re in the legal entity that you want to export the company-specific data from.
  5. In the workspace, select Export.
  6. Create a new export project.
  7. Select + Add template, and find the 400 – WMS default warehouse template. This template adds data entities for warehouse configuration.
  8. Select Export. Data that is related to all the data entities in the project is exported.

You can download a zip file for the data package. This file contains all the data in the selected format (for example, Excel format). Some records in the data package files might have to be updated before you can import them into the production environment. If you update a record, make sure that you don’t change the file name.

Import a warehouse configuration setup

  1. In the destination environment, make sure that you’re in the company that you want to import the warehouse data into.
  2. In the Data management workspace, select Import.
  3. Create a new import project.
  4. Select + Add file, and upload the zip file for the data package.
  5. Select Import. In the Enhanced view, you can use the Filter option to quickly get an overview of issues that might occur during the import.

Next Steps

If you are interested in learning more about how to save time by harnessing warehouse configuration templates with D365 as well as maximizing the use of Microsoft Dynamics 365 for Finance and Supply Chain Management contact us here to find out how we can help you grow your business. You can also email us at info@loganconsulting.com or call (312) 345-8817.



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